IFP Advisors
JTP

IFP Advisors’s NUVEEN QUALITY PFD INCOME FD JTP Stock Holding History

IFP Advisors’s Portfolio JTP Stock Details JTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-67,972
Closed -$563K – 4226
2015
Q4 		$563K Buy
+67,972
New +$556K 0.04% 465

Other funds holding JTP

Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

IFP Advisors's JTP Position: Q1 2016 in Review

IFP Advisors sold out of NUVEEN QUALITY PFD INCOME FD (JTP) in Q1 2016, closing a stake of 67,972 shares — an estimated $563K sold.

IFP Advisors first reported a position in JTP in Q4 2015 and held it in 1 quarter. The position peaked at $563K in Q4 2015. 67 funds tracked by Wall St. Rank hold JTP as of Q1 2016.

  • IFP Advisors reported no remaining NUVEEN QUALITY PFD INCOME FD position as of Q1 2016 after selling out during the quarter.
  • IFP Advisors sold 67,972 NUVEEN QUALITY PFD INCOME FD shares in Q1 2016, an estimated $563K.
  • IFP Advisors first reported a position in NUVEEN QUALITY PFD INCOME FD in Q4 2015 and held it in 1 quarter.
  • IFP Advisors's NUVEEN QUALITY PFD INCOME FD position peaked at $563K in Q4 2015.
  • 67 funds tracked by Wall St. Rank held NUVEEN QUALITY PFD INCOME FD as of Q1 2016.

Based on IFP Advisors's 13F filing for Q1 2016, filed 2 May 2016.